Member Services Representative II

About the Role

As a Member Service Representative II, you will process a variety of financial transactions—including opening new memberships, handling deposits and withdrawals, posting loan payments, and responding to account inquiries—while identifying opportunities to deepen relationships and support members' financial needs.

What You'll Do

• Deliver exceptional member service aligned with Advancial's values, maintaining high satisfaction scores, and consistent positive feedback
• Acquire new members and deepen existing relationships through proactive sales and service activities, identifying opportunities to improve members' financial health
• Meet established goals for product penetration and monthly sales performance
• Process transactions accurately and efficiently—both in branch and by phone—while resolving member issues through strong product and procedural knowledge
• Mitigate risk by following all policies and procedures with sound judgment, and complete daily branch operations including correcting account or transaction errors
• Support branch needs, including Saturday shifts and opening/closing duties
• Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners
• Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values

Requirements

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience
• Working knowledge of computer equipment and software required including Microsoft Office Suite
• An understanding of state and federal laws
• Must be service-oriented, self-motivated, and able to manage a variety of tasks effectively
• This role is on-site at our Midtown Anchorage Branch Monday-Friday and includes a requirement of at least two Saturdays per month

Pay

Compensation is $22-28 per hour, commensurate with experience and educational background.

Benefits

• Comprehensive healthcare, life insurance, and 401(k) benefits
• 11 company holidays and start with three weeks of vacation
• Access to beautiful vacation homes in Destin, FL, and Breckenridge, CO—free for you and your loved ones, with only taxes to cover
• Employer contributions to your 401(k)
• Affordable pet insurance with employer contributions
• After one year, 80% of your tuition covered for continuing education and career advancement
• Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses

Hiring Process

• A quick phone screen to get to know you
• A Zoom interview with the team
• Short assessments to help us learn more about your strengths and work style
• An in-person interview at our Midtown Anchorage Branch: 390 W. 36th Ave, Anchorage, AK 99503-5815
• Background and credit check after signing your offer letter